Equity Sales
pt rhb sekuritas indonesia
📍 dki jakarta indonesia🕐 14d ago🔗 workday
Job Description
**Key Individual Accountabilities**
* Staying up to date to market news and development.
* Build and maintain strong relationship with retail equity clients by:
* Understand clients needs
* Understand clients trading preferences.
* Inform clients with all relevant market news and development and its implication on trading recommendation.
* Provide clients with trading recommendation based on the research by Research Department.
* Communicate clients transaction order to Sales Dealer needs
* Call and visit clients to build excellent rapport and serve clients relevant needs
* Continuously renew the WPPE license
* Approach potential clients and establish excellent rapport to make new retail clients for the company.
* Assist new retail clients through the registration process.
* Applying Know Your Customer Principles as referred to in OJK Regulations
* Make a contract to open regular Security accounts with clients
* Make a contract to open a financing Securities account with a customer for customer who receive financing facilities
* Working closely with sales dealer and admin branch
* Dealing with retail clients.
* Responsible upon trading errors and unresolved debts
* Responsible for clients transaction upon regulatory related questionings
**Requirement**
* Bachelor’s degree in Business, Economics, Finance, or Accounting.
* Strong interest in the equity market.
* Holds a WPPE License.
* Experience in building customer loyalty.
* Excellent interpersonal skills.
* Proven time management skills.
* Willing to be placed at any branch office (Sumatra, Sulawesi, Java, etc.)